Add a Xero™ Job to Procore
Objective
To create a new project in Procore from an existing job in Xero™.
Background
A "tracking category option" in Xero™ is equivalent to a "project" in Procore. If you first created a construction job in Xero™, you may use the steps below to add it to Procore. This creates a new Procore project that contains all of the relevant job information for the Xero™. Synchronized data will include the Tracking category option name.
Things to Consider
- Required User Permissions:
- 'Standard' level permission or higher on the ERP Integrations tool plus ONE of the following:
- 'Admin' level permissions on the company's Directory tool.
OR - The user must be granted the 'Create a New Project' privilege. See Allow Users to Create New Projects.
- 'Admin' level permissions on the company's Directory tool.
- 'Standard' level permission or higher on the ERP Integrations tool plus ONE of the following:
- Limitations:
Steps
- Navigate to the ERP Integrations tool.
This reveals the Integration page. - Click the Jobs tab.
- Under Filter Jobs By, click Ready to Import.
This reveals a list of all the Xero™ jobs that have not yet been imported to Procore. The Ready to Import list summarizes jobs by Project Name. - Locate the Xero™ job that needs to be imported to Procore.
(Note: If you have a long list of projects, use the advanced search and filter options). - If you want to apply a Procore project template to the new project, select one from the Procore Project Template list. See Configure a Project Template.
- Click Add to Procore.
This syncs the data from the Xero™ job with the Procore project. - After the sync is complete, click the Synced link in the 'Filters' menu to view the newly created Procore project.
Note: The name of the Xero™ job is used as the Procore project name.